Tasks

Back Next

Step 3. Configure the target

To configure a target, select a connection on the

Target

page. The target connection type must be the same as the source connection type.

On the

Target

page, you can choose to perform inplace masking or save the edited data to a different location.

To perform inplace masking, select

Same as source

. If you select the target same as the source, the

Connection

list is disabled. The

Same as source

check box is selected by default.

To save masked data to a different location, clear

Same as source

, and select a connection from the

Connection

list.

The target object or objects are the same as the source.

Optional. You can choose to edit the connection or create another connection.

To edit a connection, select the connection and click

View

. In the

View Connection

dialog box, click

Edit

and edit the connection details in the

Edit Connection

dialog box. Test the connection to verify that the connection is valid.

To create another connection, click

New

. In the

New Connection

dialog box, enter the connection information. Test the connection to verify that the connection is valid.

From the

Task Operation

list, select the operation that you want to perform.

On a partial sandbox, you can perform update, upsert, and insert operations. When you run an inplace masking task, you can perform an update operation. If the target is different from the source, you can perform insert and upsert operations.

Select a target field that can link to target records. Select an existing external ID, custom field, or unique field from the list, or create another target field. To create another target field, click

Create

. To add the target field, click

Create

You can view the target field details and any errors or warnings. You can save the external IDs to perform another upsert operation.

If you change the source object or connection properties, click

Refresh Fields

If you want to validate the source and target fields, click

Validation Reports

Click

The

Data Filters

page opens.